EP Wealth Advisors, LLC
TORRANCE CA · SEC CIK 0001540569
$203.41亿2026Q1 申报市值
1,496持仓数
38.9%前十大占比 · 第一大 8.1%
145 / 83新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BLCV 新建仓+$1.87亿
BIV 加仓+$1.24亿
IVV 加仓+$1.20亿
VTV 加仓+$9,865.41万
VUG 加仓+$8,169.42万
2026Q1 卖出最多 按季末市值估算
ADVISOR MANAGED 清仓-$1.91亿
AMT 减仓-$3,540.61万
ALL 减仓-$2,231.40万
VCSH 减仓-$2,094.73万
NEE 减仓-$1,452.22万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ | $528.43万 | 0.03% | 16,213 | -1,198 | -6.9% | -$39.05万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $526.33万 | 0.03% | 42,868 | 633 | 1.5% | $7.77万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $524.36万 | 0.03% | 128,426 | 70,162 | 120.4% | $286.47万 | 加仓 |
| IWR | ISHARES TR | $515.11万 | 0.03% | 52,979 | 2,608 | 5.2% | $25.36万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $513.20万 | 0.03% | 52,415 | -17,648 | -25.2% | -$172.79万 | 减仓 |
| SRE | SEMPRA | $511.74万 | 0.03% | 52,664 | 1,406 | 2.7% | $13.66万 | 加仓 |
| CSX | CSX CORP | $508.18万 | 0.02% | 123,796 | -12,958 | -9.5% | -$53.19万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $507.78万 | 0.02% | 70,594 | 5,801 | 9.0% | $41.73万 | 加仓 |
| SDY | SPDR SERIES TRUST | $503.27万 | 0.02% | 34,485 | 364 | 1.1% | $5.31万 | 加仓 |
| SHLD | GLOBAL X FDS | $495.97万 | 0.02% | 70,013 | 63,465 | 969.2% | $449.59万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $493.97万 | 0.02% | 252,927 | -7,373 | -2.8% | -$14.40万 | 减仓 |
| VV | VANGUARD INDEX FDS | $492.80万 | 0.02% | 16,490 | 519 | 3.2% | $15.51万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $492.70万 | 0.02% | 105,030 | -139,984 | -57.1% | -$656.67万 | 减仓 |
| CVS | CVS HEALTH CORP | $492.57万 | 0.02% | 68,584 | -4,951 | -6.7% | -$35.56万 | 减仓 |
| EWJ | ISHARES INC | $489.66万 | 0.02% | 57,989 | -2,255 | -3.7% | -$19.04万 | 减仓 |
| INDA | ISHARES TR | $485.05万 | 0.02% | 103,554 | -925 | -0.9% | -$4.33万 | 减仓 |
| IHI | ISHARES TR | $484.98万 | 0.02% | 90,906 | -5,083 | -5.3% | -$27.12万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $482.18万 | 0.02% | 146,338 | -12,604 | -7.9% | -$41.53万 | 减仓 |
| DLN | WISDOMTREE TR | $480.33万 | 0.02% | 53,770 | -406 | -0.7% | -$3.63万 | 减仓 |
| NUSC | NUSHARES ETF TR | $478.04万 | 0.02% | 106,089 | 98,117 | 1,230.8% | $442.12万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $472.08万 | 0.02% | 136,637 | -3,433 | -2.5% | -$11.86万 | 减仓 |
| FDX | FEDEX CORP | $469.64万 | 0.02% | 13,185 | -1,043 | -7.3% | -$37.15万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $466.60万 | 0.02% | 158,223 | -7,996 | -4.8% | -$23.58万 | 减仓 |
| NUDM | NUSHARES ETF TR | $464.82万 | 0.02% | 128,723 | 31,179 | 32.0% | $112.59万 | 加仓 |
| DE | DEERE & CO | $462.98万 | 0.02% | 8,219 | 83 | 1.0% | $4.68万 | 加仓 |
| EMR | EMERSON ELEC CO | $462.77万 | 0.02% | 35,320 | -952 | -2.6% | -$12.47万 | 减仓 |
| IAU | ISHARES GOLD TR | $461.99万 | 0.02% | 52,404 | 9,770 | 22.9% | $86.13万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $460.29万 | 0.02% | 157,742 | -223,825 | -58.7% | -$653.12万 | 减仓 |
| DOV | DOVER CORP | $458.85万 | 0.02% | 22,012 | -1,305 | -5.6% | -$27.20万 | 减仓 |
| MPC | MARATHON PETE CORP | $455.68万 | 0.02% | 18,662 | -1,374 | -6.9% | -$33.55万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $455.19万 | 0.02% | 39,817 | 1,149 | 3.0% | $13.14万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $451.77万 | 0.02% | 33,561 | -49 | -0.1% | -$6,596 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $450.70万 | 0.02% | 169,563 | -38,329 | -18.4% | -$101.88万 | 减仓 |
| CME | CME GROUP INC | $448.87万 | 0.02% | 15,198 | 921 | 6.5% | $27.20万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $447.87万 | 0.02% | 228,215 | -15,518 | -6.4% | -$30.45万 | 减仓 |
| ITOT | ISHARES TR | $441.97万 | 0.02% | 31,031 | -4,667 | -13.1% | -$66.47万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $437.85万 | 0.02% | 72,193 | -1,017 | -1.4% | -$6.17万 | 减仓 |
| DBEF | DBX ETF TR | $436.80万 | 0.02% | 88,421 | -8,173 | -8.5% | -$40.37万 | 减仓 |
| ADI | ANALOG DEVICES INC | $432.41万 | 0.02% | 13,592 | 582 | 4.5% | $18.52万 | 加仓 |
| IBHF | ISHARES TR | $423.79万 | 0.02% | 184,658 | -43,526 | -19.1% | -$99.89万 | 减仓 |
| ICUI | ICU MED INC | $420.05万 | 0.02% | 32,524 | 28,078 | 631.5% | $362.63万 | 加仓 |
| PGR | PROGRESSIVE CORP | $419.51万 | 0.02% | 21,162 | 11,253 | 113.6% | $223.07万 | 加仓 |
| IGF | ISHARES TR | $416.85万 | 0.02% | 62,216 | 62,216 | — | $416.85万 | 新建仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $414.33万 | 0.02% | 36,082 | -352 | -1.0% | -$4.04万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $412.74万 | 0.02% | 103,887 | 103,887 | — | $412.74万 | 新建仓 |
| NULG | NUSHARES ETF TR | $409.11万 | 0.02% | 44,987 | 4,621 | 11.4% | $42.02万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $405.91万 | 0.02% | 73,329 | 67,341 | 1,124.6% | $372.77万 | 加仓 |
| — | SSGA ACTIVE TR | $398.25万 | 0.02% | 93,572 | 93,572 | — | $398.25万 | 新建仓 |
| DVY | ISHARES TR | $394.76万 | 0.02% | 26,072 | 2,161 | 9.0% | $32.72万 | 加仓 |
| INTC | INTEL CORP | $392.05万 | 0.02% | 88,839 | -3,194 | -3.5% | -$14.10万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $391.47万 | 0.02% | 53,156 | 53,156 | — | $391.47万 | 新建仓 |
| IJS | ISHARES TR | $386.72万 | 0.02% | 32,649 | -1,358 | -4.0% | -$16.09万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $385.66万 | 0.02% | 8,637 | -309 | -3.5% | -$13.80万 | 减仓 |
| IUSV | ISHARES TR | $384.38万 | 0.02% | 37,592 | -1,534 | -3.9% | -$15.69万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $376.93万 | 0.02% | 28,787 | -3,582 | -11.1% | -$46.90万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $376.69万 | 0.02% | 364,658 | 364,658 | — | $376.69万 | 新建仓 |
| MMM | 3M CO | $375.88万 | 0.02% | 25,882 | -2,811 | -9.8% | -$40.82万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $375.88万 | 0.02% | 26,970 | -1,321 | -4.7% | -$18.41万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $375.50万 | 0.02% | 149,600 | -781 | -0.5% | -$1.96万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $375.34万 | 0.02% | 97,695 | 2,268 | 2.4% | $8.71万 | 加仓 |
| ITA | ISHARES TR | $371.96万 | 0.02% | 17,004 | 1,899 | 12.6% | $41.54万 | 加仓 |
| IMCV | ISHARES TR | $364.90万 | 0.02% | 43,037 | -129 | -0.3% | -$1.09万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $364.74万 | 0.02% | 42,142 | 37 | 0.1% | $3,202 | 加仓 |
| IYY | ISHARES TR | $357.05万 | 0.02% | 22,534 | -175 | -0.8% | -$2.77万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $354.72万 | 0.02% | 85,640 | 277 | 0.3% | $1.15万 | 加仓 |
| LIN | LINDE PLC | $353.17万 | 0.02% | 7,124 | -152 | -2.1% | -$7.54万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $346.53万 | 0.02% | 103,318 | 2,747 | 2.7% | $9.21万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $344.81万 | 0.02% | 19,156 | -1,951 | -9.2% | -$35.12万 | 减仓 |
| EAGG | ISHARES TR | $342.22万 | 0.02% | 71,971 | -15,972 | -18.2% | -$75.95万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $341.96万 | 0.02% | 36,286 | -6,102 | -14.4% | -$57.51万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $341.56万 | 0.02% | 34,483 | -19,493 | -36.1% | -$193.08万 | 减仓 |
| EOG | EOG RES INC | $336.73万 | 0.02% | 23,292 | -1,714 | -6.9% | -$24.78万 | 减仓 |
| NYM | AB ACTIVE ETFS INC | $332.75万 | 0.02% | 133,365 | -8,894 | -6.3% | -$22.19万 | 减仓 |
| BILS | SPDR SERIES TRUST | $329.14万 | 0.02% | 33,100 | 6,250 | 23.3% | $62.15万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $327.82万 | 0.02% | 41,809 | 6,800 | 19.4% | $53.32万 | 加仓 |
| IBB | ISHARES TR | $326.95万 | 0.02% | 19,363 | 12,460 | 180.5% | $210.39万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $326.78万 | 0.02% | 38,599 | -38 | -0.1% | -$3,217 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $325.38万 | 0.02% | 33,074 | 1,362 | 4.3% | $13.40万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $322.61万 | 0.02% | 63,745 | 11,255 | 21.4% | $56.96万 | 加仓 |
| O | REALTY INCOME CORP | $322.59万 | 0.02% | 52,729 | 1,213 | 2.4% | $7.42万 | 加仓 |
| PSX | PHILLIPS 66 | $321.24万 | 0.02% | 17,633 | -759 | -4.1% | -$13.83万 | 减仓 |
| JBL | JABIL INC | $318.29万 | 0.02% | 11,983 | 1,016 | 9.3% | $26.99万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $317.69万 | 0.02% | 28,513 | -1,879 | -6.2% | -$20.94万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $316.20万 | 0.02% | 16,182 | 14,658 | 961.8% | $286.42万 | 加仓 |
| BX | BLACKSTONE INC | $315.71万 | 0.02% | 27,456 | 211 | 0.8% | $2.43万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $314.22万 | 0.02% | 39,238 | -5,140 | -11.6% | -$41.16万 | 减仓 |
| IUSB | ISHARES TR | $313.70万 | 0.02% | 67,916 | 5,287 | 8.4% | $24.42万 | 加仓 |
| VLUE | ISHARES TR | $313.69万 | 0.02% | 22,062 | -2,660 | -10.8% | -$37.82万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $312.43万 | 0.02% | 22,588 | -7,175 | -24.1% | -$99.24万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $310.86万 | 0.02% | 281,070 | 147 | 0.1% | $1,626 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $310.70万 | 0.02% | 13,276 | 230 | 1.8% | $5.38万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $305.39万 | 0.02% | 53,976 | -23,925 | -30.7% | -$135.37万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $303.46万 | 0.01% | 51,408 | 4,872 | 10.5% | $28.76万 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $302.93万 | 0.01% | 285,249 | -15,915 | -5.3% | -$16.90万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $302.13万 | 0.01% | 29,635 | -90 | -0.3% | -$9,176 | 减仓 |
| HEI | HEICO CORP NEW | $298.03万 | 0.01% | 10,869 | -166 | -1.5% | -$4.55万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $297.32万 | 0.01% | 14,288 | 3,587 | 33.5% | $74.64万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $295.76万 | 0.01% | 14,216 | -182 | -1.3% | -$3.79万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $295.73万 | 0.01% | 10,139 | -33 | -0.3% | -$9,625 | 减仓 |
| ESGU | ISHARES TR | $289.36万 | 0.01% | 20,461 | 353 | 1.8% | $4.99万 | 加仓 |